Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of Bonds | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search Bonds
Shrewd'm.com Merry shrewd investors
Best Of Bonds | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search Bonds


Investment Strategies / Bond Investing
Unthreaded | Threaded | Whole Thread (7) |
Author: weatherman   😊 😞
Number: of 91 
Subject: Re: muni time
Date: 07/11/2024 3:29 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1

w/out going into the allocation justification...

being overweight MM past ~3 yrs is now spitting out too much taxable cash at marginal fed (not 15% div !) rates.
state rates are piddly add-on for me, and also looking for family member w/no state inc tax.

funds that mandate sticking to muni index\agg PROFILES (duration,quality,etc..) are not 'active', regardless of what they choose as benchmark (usually the same as profile).
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (7) |


Announcements
Bond Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Bonds | Best Of | Favourites & Replies | All Boards | Followed Shrewds